Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Allen B. Lorenzi, CIMA®
Wealth Advisor - Partner
480-203-2380
Allen was born and raised in St. Louis, Missouri, to his Italian immigrant parents that worked hard to become US citizens and leave a legacy to their children. Allen moved to Phoenix after graduating with a BA in Business and emphasis...
Ira M. Shapiro
Wealth Advisor - Partner
480-717-4097
Ira is a Founding Partner of Raintree Wealth Partners and recently celebrated his 29th year in the industry. He started his financial services career as a Financial Advisor with Dean Witter in 1991, and was subsequently recruited to...
Michael J. Walker, CFP®
Wealth Advisor - Partner
480-471-5450
Mike began his career as a Financial Advisor with a regional firm in Seattle Washington in 1983. Over the years he has developed a fundamental investment knowledge and strategy designed with matching client temperament and risk...
Roger Adler
Wealth Advisor - Partner
Sara Keeling
Operations Manager
480-374-1670
Sara is the Operations Manager for Raintree Wealth Partners. She brings more than two decades of financial experience to the firm. Responsible for working with both new and existing clients, Sara assists with day-to-day account...
Jordan Bunker
Administrative Assistant
480-717-4096
Jordan Bunker is an Administrative Assistant for Raintree Wealth Partners. Having joined the group in 2020, she brings her passion for providing excellent client service to the team and works hard to ensure our clients’ needs are...
Leonor McBride
Wealth Advisor - Partner
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.